OCS has gradually moved from the laboratory to large-scale commercial use. The Guotai Innovation Chip ETF rose by 2.23%, offering a one-click package of domestic chip full industry chain development opportunities.

As of the early trading close on April 7, 2026, the Shanghai STAR Market chip index jumped strongly by 2.24%. The Cathay STAR Market Chip ETF (589100) rose by 2.23%, with the latest price at 1.52 yuan.

Guosen Securities noted that on April 2, the Ministry of Industry and Information Technology issued a notice on a special campaign, which clearly calls for advancing the application and deployment of full-optical switching technology and reducing network latency from compute terminals to servers. Shenzhen also rolled out an action plan for the artificial intelligence server industry chain, emphasizing the enhancement of independent R&D capabilities for optical chips and optical components. OFC 2026 will further validate that OCS has moved from the laboratory to large-scale commercial use. Google and NVIDIA have both showcased deep integration solutions in TPU clusters and AI factories, and NVIDIA plans to achieve chip-level OCS integration by 2028. Lumentum’s order backlog exceeds $400 million. DiCon expects to deliver more than 3,000 matrix switches in 2026. Omnitron’s multi-thousand-channel MEMS solution has entered the evaluation stage at enterprises with trillion-dollar market valuations. Cignal AI predicts that the OCS market size will exceed $3 billion in 2029, with a CAGR of 58% from 2026 to 2029.

Some brokerages said that in 2026, the storage industry is unlikely to form large-scale, effective supply. This trend is expected to continue to flow through upstream semiconductor equipment and packaging/testing segments, and domestic storage chip design, storage module makers, semiconductor equipment, and packaging/testing companies are all expected to benefit.

Cathay STAR Market Chip ETF (589100): one-click access to all-scenario domestically produced “chips,” packaging the core leading companies across the entire domestic chip industry chain and across all categories.

Data show that as of March 31, 2026, the top ten weighted stocks of the SSE STAR Market chip index are Semiconductor Manufacturing International Corporation, Hygon Information, Cambricon, Ruentex Technology, NAURA, Alphawave IP (Alphawave), 3D-NAND memory leader UES? (not sure), Will Semiconductor, Comprehensive Source J? (not sure), and Hua Hong Company. The combined weight of the top ten accounts for 60.99%.